Sales opportunity

Not all appointments are equal, some present the potential to recommend services or sell products. HearLink allows you yo mark certain appointment types as a sales opportunity, helping you measure their impact through reporting.

In this article we'll cover:

• what a sales opportunity is.
• when to enable this setting.
• how it affects reporting.

What is a sales opportunity?

A Sales Opportunity is any appointment where there is a realistic chance to recommend or sell a product or service.

Examples:

• Consultations.
• Assessments.
• Follow-up appointments involving recommendations.

When to enable this setting

Enable the Sales Opportunity when creating or editing an Appointment Type if:

• The appointment could lead to a sale (e.g., hearing aids, accessories, or paid services)
• You want to track which appointment types contribute most to revenue
• Your team uses the conversion rate report to analyse sales performance

How it affects reporting

Appointment types marked as a Sales Opportunity will:

• feed into the conversion rate report.
• be visible in sales focused reporting tools to track performance.
• help you identify what's driving revenue across your clinic(s).

For more on conversion reporting, see this article.